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Scotia Diversified Balanced A (0P000072IQ.TO)

Toronto - Toronto Delayed price. Currency in CAD
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22.02+0.02 (+0.10%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.95%
5-year average return7.43%
Number of years up26
Number of years down8
Best 1-yr total return (16 May 2024)22.02%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return22.02%
Worst 3-yr total return3.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000072IQ.TOCategory
YTD4.38%0.00%
1-month-1.88%0.00%
3-month3.59%0.00%
1-year9.45%0.00%
3-year4.36%0.00%
5-year6.53%0.00%
10-year5.97%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000072IQ.TOCategory
2024
N/AN/A
2023
11.11%N/A
2022
-9.84%N/A
2021
13.85%N/A
2020
11.12%N/A
2019
14.37%N/A
2018
-4.07%N/A
2017
8.92%N/A
2016
6.29%N/A
2015
4.32%N/A
2014
7.22%N/A
2013
15.69%N/A
2012
8.45%N/A
2011
-4.94%N/A
2010
11.07%N/A
2009
22.02%N/A
2008
-20.71%N/A
2007
-0.04%N/A
2006
11.12%N/A
2005
11.14%N/A
2004
6.43%N/A
2003
11.73%N/A
2002
-6.99%N/A
2001
-9.59%N/A
2000
4.21%N/A
1999
10.73%N/A
1998
6.08%N/A
1997
11.99%N/A
1996
17.52%N/A
1995
13.24%N/A
1994
-4.77%N/A
1993
31.12%N/A
1992
9.67%N/A
1991
18.07%N/A
1990
3.92%N/A
1989
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.37%N/AN/AN/A
20234.51%0.99%-2.15%7.60%
2022-3.68%-9.99%-0.45%4.46%
20212.67%5.64%0.25%4.71%
2020-12.36%12.40%4.90%7.52%
20198.19%2.14%0.53%2.95%
2018-0.52%2.19%1.11%-6.68%
20172.95%0.18%1.28%4.28%
2016-1.06%1.96%4.08%1.24%
20156.67%-1.30%-3.85%3.06%
20144.97%2.09%0.07%-0.02%
20134.16%-1.34%4.51%7.73%
20125.06%-3.34%4.50%2.20%
20112.63%-1.85%-8.50%3.14%
20102.11%-3.91%7.78%5.03%
2009-4.04%13.63%9.06%2.60%
2008-2.38%4.29%-11.61%-11.88%
20072.09%1.44%-0.69%-2.81%
20064.35%-3.41%3.79%6.22%
20051.97%2.90%4.09%1.76%
20041.69%0.27%0.02%4.36%
2003-5.50%6.02%3.28%7.99%
20020.75%-3.05%-7.99%3.50%
2001-7.26%-0.70%-6.92%5.47%
20004.41%2.65%2.88%-5.49%
1999-1.69%3.96%-0.51%8.89%
19988.00%-0.17%-9.63%8.88%
19971.97%9.49%6.49%-5.80%
19963.87%1.89%3.13%7.69%
19951.44%5.68%3.82%1.75%
1994-1.25%-5.57%3.11%-0.96%
19935.09%6.72%5.19%11.15%
19920.56%1.72%4.10%2.99%
19916.70%-1.81%8.10%4.25%
1990-5.54%3.48%-2.74%9.31%
19891.20%2.86%N/AN/A

Rank in category (by total return)

YTD23
1-month57
3-month21
1-year18
3-year20
5-year11

Load adjusted returns

1-year9.45%
3-year4.36%
5-year6.53%
10-year5.97%